+1,643.3%
PLD vs TROW
+1,324.7%
+318.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.1% |
| 7D | 0.0% | -0.5% | +0.5% | +0.2% |
| 30D | -3.7% | +6.7% | -10.5% | -6.9% |
| 3M | -7.9% | -1.7% | -6.3% | -7.4% |
| 6M | -9.2% | +7.8% | -17.0% | -13.1% |
| YTD | +3.1% | +9.9% | -6.9% | -3.1% |
| 1Y | +6.2% | +8.7% | -2.5% | +0.3% |
| 3Y | +35.4% | +35.2% | +0.2% | +13.2% |
| 5Y | +0.1% | -37.5% | +37.6% | +17.8% |
| 10Y | +268.0% | +123.7% | +144.2% | +116.8% |
| All | +1,643.3% | +1,324.7% | +318.6% | +578.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TROW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling